About KeyBank

KeyBank is a leading national bank committed to empowering clients through innovative financial solutions and personalized service. With a strong presence across the United States, KeyBank serves mass affluent clients with comprehensive investment services, banking products, and financial wellness planning. Join our dynamic team in Covington, WA, and help clients achieve their financial goals while advancing your career in banking and investments.

Position Summary

The Private Client Advisor at KeyBank focuses on mass affluent clients ($250K-$2M investable assets), delivering holistic financial planning and investment solutions. As the primary provider of investment services, you'll partner with retail branch teams to identify opportunities, grow relationships, and drive sales production. This full-time, mid-level role offers a consultative approach to financial wellness, emphasizing client needs and long-term partnerships.

Key Responsibilities

• Grow new clients and expand existing relationships targeting $50K+ investable assets.
• Lead Financial Wellness conversations and develop comprehensive financial plans to uncover investment and banking opportunities.
• Execute a consistent consultative sales process using assessment tools for needs-based solutions.
• Achieve sales and referral goals through book of business, leads, and branch partnerships.
• Cross-sell Key Investment Services and core bank products while generating qualified referrals.
• Actively engage branch teams, coach personnel, and coordinate investment product delivery.
• Build a Center of Influence strategy leveraging Consumer Bank partnerships.

Required Qualifications

Education: High School Diploma required; Bachelor's Degree preferred.
Licenses: FINRA SIE, S7, S66/S63 & 65, and Resident State Insurance Licenses (Life, Variable, Accident/Health) required upon hire; CFP preferred.
Skills: Proven sales results, client-centric focus, team collaboration, knowledge of bank-based investments, ability to use financial systems.
Other: Valid driver's license; occasional travel; general office physical demands.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that values ethical practices, client-first service, and professional growth. Enjoy competitive compensation, comprehensive benefits, and opportunities to mentor teams while building lasting client relationships. Be part of a bank that prioritizes financial wellness and innovation. Apply now for the Private Client Advisor role in Covington, WA, and elevate your career with KeyBank.